+56.1%
PSX vs VEU
-1.0%
+57.1%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.8% | +0.7% |
| 7D | +7.8% | +2.1% | +5.7% | +8.5% |
| 30D | -10.9% | -0.9% | -10.0% | -11.1% |
| 3M | +14.5% | -5.4% | +19.9% | +12.1% |
| 6M | +56.1% | -1.8% | +57.9% | +55.1% |
| All | +56.1% | -1.0% | +57.1% | +55.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 6mo: compounded portfolio wealth divided by compounded VEU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
6mo analysis · Full analysis span regression · 6 months rolling